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Financial ADVSR advisor directory · SEC adviser records

The Retirement Guys Formula financial advisors in Maumee, OH

Every SEC-registered investment adviser representative at a The Retirement Guys Formula office in Maumee, A to Z.

4 registered advisors work at The Retirement Guys Formula in Maumee, out of 6 at the firm nationwide; it ranks number 10 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

The Retirement Guys Formula advisors in Maumee, A to Z

Every The Retirement Guys Formula advisor →

The Retirement Guys Formula advisors in every city and state →The Retirement Guys Formula: assets, clients and custodians →Advisor Moves: who changed firms this week →

The Retirement Guys Formula advisors in other cities

Sylvania, OH 2

Other firms in Maumee

All Maumee advisors →

Osaic Wealth, Inc. 47Tfo Wealth Partners 27Pfs Investments Inc. 16LPL Financial LLC 10Hantz Financial Services, Inc. 9Edward Jones 6Munn Wealth Management, LLC 5Thrivent Investment Management Inc. 5State Farm Investment Management Corp. 4Eagle Strategies LLC 3

Questions

How many financial advisors does The Retirement Guys Formula have in Maumee?

4 investment adviser representatives are registered at The Retirement Guys Formula offices in Maumee, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

Is The Retirement Guys Formula one of the largest advisor employers in Maumee?

The Retirement Guys Formula ranks number 10 in Maumee by registered advisors; Osaic Wealth, Inc. has the most, with 47.

How do I check a The Retirement Guys Formula advisor in Maumee?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the The Retirement Guys Formula office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.